New Hire Checklist

Itโ€™s your go-to guide for ensuring nothing falls through the cracks during onboarding, from paperwork to introductionsโ€”making sure every new team member feels welcome and ready to hit the ground running.

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Youโ€™re welcoming a new team member and not sure where to start? Just follow this checklist and all will be revealedโ€”no crystal ball needed! ๐Ÿง™โ€โ™‚๏ธ

Welcome email

Send a warm welcome mail with essential details like start date, time, and first-day instructions.

Document collection

Gather all necessary paperwork, including signed contracts, tax forms, and identification.

Workspace setup

Ensure their desk, computer, and any other equipment are ready and waiting.

IT access

Set up email, software, and other systems access before their first day.

Team introduction

Schedule a meeting or virtual introduction with key team members.

Orientation schedule

Provide a schedule for orientation sessions, including company overview and HR policies.

Benefits enrollment

Guide them through enrolling in health insurance, retirement plans, and other benefits.

Training plan

Outline the initial training plan to help them get up to speed quickly.

Buddy assignment

Pair the new hire with a buddy or mentor for their first few weeks.

First week check-in

Schedule a quick check-in at the end of their first week to address any questions or concerns.

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Our expert support team is always here to help. Whether you need assistance with setup, troubleshooting, or maximizing the use of our features, weโ€™ve got you covered every step of the way.

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